Family Management’s NextEra Energy, Inc. NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,874
| Closed | -$287K | – | 167 |
|
|
2023
Q2 | $287K | Sell |
3,874
-267
| -6% | -$19.8K | 0.06% | 112 |
|
|
2023
Q1 | $319K | Sell |
4,141
-660
| -14% | -$50.9K | 0.07% | 91 |
|
|
2022
Q4 | $401K | Buy |
4,801
+5
| +0.1% | +$418 | 0.1% | 95 |
|
|
2022
Q3 | $376K | Hold |
4,796
| – | – | 0.1% | 92 |
|
|
2022
Q2 | $371K | Sell |
4,796
-3,424
| -42% | -$265K | 0.1% | 99 |
|
|
2022
Q1 | $696K | Buy |
8,220
+64
| +0.8% | +$5.42K | 0.19% | 81 |
|
|
2021
Q4 | $761K | Sell |
8,156
-100
| -1% | -$9.33K | 0.2% | 84 |
|
|
2021
Q3 | $648K | Buy |
8,256
+3
| +0% | +$235 | 0.18% | 89 |
|
|
2021
Q2 | $605K | Buy |
8,253
+3,389
| +70% | +$248K | 0.16% | 99 |
|
|
2021
Q1 | $368K | Buy |
4,864
+602
| +14% | +$45.5K | 0.12% | 110 |
|
|
2020
Q4 | $329K | Buy |
+4,262
| New | +$329K | 0.11% | 111 |
|